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Bill Ackman: How Ignoring My Own Rules Nearly Destroyed My FirmDuring this interview with Lex Friedman, Bill Ackman recounts borrowing $300 million from JP Morgan during a financial crisis in his firm to buy stock in his public company, pre…
Mohnish Pabrai: How to Profit from Dhandho Arbitrage SpreadsIn his book – The Dhandho Investor, Mohnish Pabrai explains that Dhandho arbitrage spreads, though temporary, offer valuable investment opportunities. The key question is how lo…
The One Stock That Superinvestors Are Dumping: Is It Time to Sell?As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Sc…
The Three-Body Problem: Chaos Theory in Investing and the EconomyDuring their recent episode, Taylor, Carlisle, and Doug Ott discussed The Three-Body Problem: Chaos Theory in Investing and the Economy. Here’s an excerpt from the episode: Jake…
Joel Greenblatt: How Warren Buffett Taught Me To Pay Up For Good BusinessesIn this interview with The Investor’s Podcast, Joel Greenblatt reflects on his investment approach, explaining how he initially sought both cheap and good businesses, but strugg…
Jim Chanos: Why Good Short Sellers Are Born, Not MadeIn his interview in the book – Efficiently Inefficient, Jim Chanos reflects on the challenges of short selling, emphasizing that it’s not simply the inverse of going long. He hi…
The Undervalued Stock That Superinvestors Are Loading Up OnAs part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock S…- Putting 100% Of Your Net Worth Into One PositionDuring their recent episode, Taylor, Carlisle, and Doug Ott discussed Putting 100% Of Your Net Worth Into One Position. Here’s an excerpt from the episode: Tobias: What sort of …
Warren Buffett: The Dangers of “I’m Rich, Therefore I’m Right!”During the 2003 Berkshire Hathaway Annual Meeting, Warren Buffett reflects on the responsibility of public figures, particularly wealthy individuals, when sharing opinions on pu…
Terry Smith: These Are The Best Types Of Companies To OwnDuring his recent interview with The Financial Planner Life Podcast, Terry Smith discusses his investment strategy, which focuses on three key areas: consumer products, medical …
David Abrams – Top 10 Holdings – Latest 13FOe of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track thei…- VALUE: After Hours (S06 E35): Doug Ott on Arthur J Gallagher (AJG) Mettler-Toledo (MTD) Pool Corp (Pool)In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Doug Ott discuss: Putting 100% Of Your Net Worth Into One Position The Three-Body Pr…
Eli Lilly and Co (LLY) DCF Valuation: Is The Stock Undervalued?As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not curr…- This Week’s Best Value Investing News, Podcasts, Interviews (09/27/2024)This week’s best investing news: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition (OakTree) AQR’s Cliff Asness on Stocks Value Gap, Nvidia, ‘Inefficient’ …
Philip Morris International Inc (PM): Is It a Buy? – Acquirer’s Multiple Stock Screener AnalysisAs part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it’s a ‘buy’ based on key fundamentals. …
The Hidden Danger of Weekly Data in Long-Term Investing StrategiesDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed The Hidden Danger of Weekly Data in Long-Term Investing Strategies. Here’s an excerpt from the episode: …
Lee Ainslie: The 3 Key Factors For Picking Long-Term WinnersIn his interview in the book – Efficiently Inefficient, Lee Ainslie describes his investment process as forward-looking, focusing on identifying future winners and losers in eac…
Aswath Damodaran: What’s Your Moat Against the Bots in Investing?During his recent interview with Excess Returns, Aswath Damodaran explores the impact of AI and automation, particularly in the context of mechanical, rule-driven tasks like fac…